Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax Planning

Orion PlacementNew York, New York

$120,000 - $140,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Compensation

$120,000-$140,000/year

Benefits

Dental Insurance

Vision Insurance

Job Description

Pay: $120,000.00 - $140,000.00 per year

Why This Is a Great Opportunity

Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.
Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.
Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.
Enjoy a fully remote position while residing anywhere in New York or New Jersey.
Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.

Location: This is a fully remote opportunity for candidates residing anywhere in New York or New Jersey, offering meaningful flexibility while staying closely connected to an experienced trusts and estates team.

Note: Candidates must have 5+ years of Trusts & Estates or Estate Planning paralegal experience, including advanced estate and gift tax planning and hands-on experience with irrevocable trusts and sophisticated wealth-transfer planning.

About Us

We are a sophisticated trusts and estates practice helping individuals and families with estate planning, advanced tax planning, elder law, asset protection, and estate administration. Our team combines high-level technical work with a collaborative, approachable culture focused on exceptional client service. Confidential Employer.

Job Description

Support senior attorneys on complex estate, gift, and GST tax planning matters.
Review and revise sophisticated estate planning and trust documents.
Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.
Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.
Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.
Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.
Review documents and financial information for consistency with the intended planning structure.
Identify missing information, inconsistencies, and incomplete planning steps for attorney review.
Assist with precedent documents, checklists, planning systems, and internal processes.
Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.

Qualifications

5+ years of Trusts & Estates or Estate Planning paralegal experience.
Advanced estate and gift tax planning experience.
Experience with irrevocable trusts and sophisticated wealth-transfer planning.
Familiarity with federal estate, gift, and GST tax concepts.
Strong document review and revision skills.
Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.
Strong organizational skills and exceptional attention to detail.
Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.

Why You Will Love Working Here

Work on sophisticated private-client matters in a smaller, more collaborative environment.
Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.
Take ownership of important implementation and transaction details.
Enjoy remote flexibility throughout New York and New Jersey.
Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.

JPC-2065

Benefits:

Dental insurance
Paid time off
Retirement plan
Vision insurance

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FAQs About Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax Planning Jobs at Orion Placement

What is the work location for this position at Orion Placement?

This job at Orion Placement is located in New York, New York, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Orion Placement?

Candidates can expect a pay range of $120,000 and $140,000 per year.

What employment applies to this position at Orion Placement?

Orion Placement lists this role as a Full-time position.

What experience level is required for this role at Orion Placement?

Orion Placement is looking for a candidate with "Senior-level" experience level.

Does Orion Placement allow remote work for this role?

Yes, this position at Orion Placement supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by Orion Placement for this role?

Orion Placement offers following benefits: Dental Insurance and Vision Insurance for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Orion Placement?

You can apply for this role at Orion Placement either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.